Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (58026)	10/31/2000 12:54:46 PM
From: The Phoenix	Respond to of 63513

oops

To: Jorj X Mckie who wrote (58026)	10/31/2000 12:55:19 PM
From: The Phoenix	Respond to of 63513

Yeah.. I read your post to Pitera and followed the links. Thanks! The game in optics is still wide open. The only locked area as I see it is long haul OC192 (and submarine ALA); Nortel owns it and there's little chance anyone is going to penetrate that space anytime soon. Regional and Metro rings are still wide open. FTTH, FTTC is still wide open. LU still has a strong ATM and DSL product family.. but they still face transition problems with the old circuit switch business. The diamond at LU is the opto and semi business. Heck, LU is trading at $10 over book..or about $30B of the cap. The opto business alone is worth nearly twice that (LU has the edge I believe in OC768/40G..although JDSU will give 'em a run). So, what folks are in essence saying is that LU (after the spin-out of AV) is worth a negative $20B+. LU is the value play of the century and I continue to add at $20. Execution in FTTH is gravy...... execution anywhere is gravy at this point...